Member Consultant

Customer Services


Ref: 2099Thursday 18 July 2024


Do you love helping customers? Do you like giving good advice to make peoples life better? Being a Customer Advisor in a branch for the Saffron Building Society will allow you to do just that. By assisting people to manage their financial well-being, you can truly impact their lives in a positive way. The people are the beating heart of the Saffron Building Society, and it takes each and every one to provide the service they are rightly proud of. Please note this role requires previous financial services experience. This role is based in Colchester branch which is in a cluster including: Haverhill and Halstead branches , which you may be asked to cover, hence requiring a car owner driver.  

The day to day role:

  • Assisting customers in achieving their goals through conducting Financial Wellbeing Reviews, helping customers take control of their own finances and educating those who do not have the necessary knowledge.
  • Proving support to the team in undertaking end to end Member transactions and administration that results in service that stands out for all Members.
  • Providing a high level of customer service and demonstrating confidence in talking to customers about savings, mortgages and general enquiries across all of our communication channels. 
  • Responsible for identifying any potential or actual customer vulnerability throughout interactions (directly or indirectly) with customers and applying appropriate safeguarding to avoid potential harm

To be successful:

  • You will have excellent customer service ability.
  • Be able to work on-site Monday to Friday with alternate Saturday mornings (paid at time and a half)
  • Previous experience in a customer facing role within financial services
  • Preference for the ability to drive



  • Recognition Scheme
  • Annual bonus scheme
  • Physical, mental and financial wellbeing support
  • Pension, Life Assurance & Income Protection
  • Holiday exchange
  • Cycle to work scheme

and lots more


If you would like to join a diverse and supportive employer, click the apply button now!